Bluestem Financial Advisors, LLC Top Holdings and 13F Report (2025) About Bluestem Financial Advisors, LLCInvestment ActivityBluestem Financial Advisors, LLC has $233.28 million in total holdings as of June 30, 2025.Bluestem Financial Advisors, LLC owns shares of 29 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.32% of the portfolio was purchased this quarter.About 1.59% of the portfolio was sold this quarter.This quarter, Bluestem Financial Advisors, LLC has purchased 28 new stocks and bought additional shares in 10 stocks.Bluestem Financial Advisors, LLC sold shares of 15 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $49,336,062Vanguard Total Bond Market ETF $46,667,521Vanguard FTSE All-World ex-US ETF $27,837,569Vanguard Small-Cap ETF $27,715,744Vanguard Real Estate ETF $13,106,691 Largest New Holdings this Quarter 233051150 - Xtrackers MSCI USA Selection Equity ETF $320,121 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 44,472 shares (about $3.27M)Vanguard S&P 500 ETF 4,445 shares (about $2.52M)Schwab US Small-Cap ETF 62,207 shares (about $1.57M)Vanguard Total International Stock ETF 21,341 shares (about $1.47M)iShares ESG Aware U.S. Aggregate Bond ETF 16,143 shares (about $767.44K) Largest Sales this Quarter iShares Core S&P 500 ETF 1,264 shares (about $784.82K)Vanguard FTSE All-World ex-US ETF 9,013 shares (about $605.85K)Vanguard Short-Term Bond ETF 7,300 shares (about $574.51K)Vanguard ESG International Stock ETF 4,079 shares (about $267.18K)iShares ESG MSCI USA Leaders ETF 2,410 shares (about $261.12K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBluestem Financial Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$49,336,062$784,817 ▼-1.6%79,45921.1%ETFBNDVanguard Total Bond Market ETF$46,667,521$3,274,475 ▲7.5%633,81120.0%ETFVEUVanguard FTSE All-World ex-US ETF$27,837,569$605,854 ▼-2.1%414,12611.9%ETFVBVanguard Small-Cap ETF$27,715,744$117,779 ▼-0.4%116,95411.9%ETFVNQVanguard Real Estate ETF$13,106,691$32,952 ▲0.3%147,1675.6%ETFBSVVanguard Short-Term Bond ETF$6,580,274$574,511 ▼-8.0%83,6122.8%ETFEAGGiShares ESG Aware U.S. Aggregate Bond ETF$6,574,942$767,440 ▲13.2%138,3032.8%ETFSUSLiShares ESG MSCI USA Leaders ETF$5,370,121$261,122 ▼-4.6%49,5632.3%ManufacturingVEAVanguard FTSE Developed Markets ETF$5,234,118$152,900 ▼-2.8%91,8112.2%ETFISTBiShares Core 1-5 Year USD Bond ETF$5,155,744$206,131 ▼-3.8%105,9762.2%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$5,105,266$109,914 ▼-2.1%51,4642.2%FinanceVTIVanguard Total Stock Market ETF$4,632,511$89,963 ▼-1.9%15,2422.0%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$3,986,773$42,611 ▲1.1%96,4621.7%ETFVSGXVanguard ESG International Stock ETF$3,874,662$267,175 ▼-6.5%59,1551.7%ETFSPLGSPDR Portfolio S&P 500 ETF$3,672,185$8,796 ▲0.2%50,5181.6%ETFVOOVanguard S&P 500 ETF$2,990,623$2,524,847 ▲542.1%5,2651.3%ETFIJRiShares Core S&P Small-Cap ETF$2,743,932$48,852 ▼-1.7%25,1071.2%ETFVXUSVanguard Total International Stock ETF$2,407,861$1,474,453 ▲158.0%34,8511.0%ETFVVVanguard Large-Cap ETF$2,388,6290.0%8,3721.0%ETFSCHASchwab US Small-Cap ETF$2,051,170$1,573,835 ▲329.7%81,0740.9%ETFSUSAiShares MSCI USA ESG Select ETF$1,331,770$102,034 ▼-7.1%10,5070.6%ETFVOVanguard Mid-Cap ETF$1,099,624$90,376 ▼-7.6%3,9300.5%ETFMSFTMicrosoft$928,613$216,361 ▼-18.9%1,8670.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$558,5360.0%9040.2%FinanceAAPLApple$502,075$84,329 ▼-14.4%2,4470.2%Computer and TechnologySCHHSchwab U.S. REIT ETF$482,002$47,462 ▲10.9%22,7790.2%ETFUSSGXtrackers MSCI USA Selection Equity ETF$320,121$320,121 ▲New Holding5,6280.1%ETFESGVVanguard ESG U.S. Stock ETF$311,767$219 ▲0.1%2,8440.1%ETFIJHiShares Core S&P Mid-Cap ETF$310,9630.0%5,0140.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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